1 jobs found in Falls Church, VA

Financial Advisor NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocations strategies, and account management. Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned. Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Identifies potential clients using advertising campaigns, mailing lists, referral sources, and personal contacts. Solicits business from prospects by pro-actively communicating available services. Profiles clients to determine current investment...